Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Surveillance Exclusive: Bill Gross On His Retirement Feb 04, 2019

Show notes

In an exclusive interview with Tom Keene, Bill Gross announces his retirement and reveals his plans for the future.

See omnystudio.com/listener for privacy information.

Surveillance: Fed in Extended Pause, Kasman Says Feb 01, 2019

Show notes

Bruce Kasman, JPMorgan Chief Economist & Managing Director of Global, notes that the Fed seems to be in an extended pause. Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist, doesn't see the U.S. going into recession. Margaret Brennan, Face the Nation Host, previews her interview with President Trump. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says price momentum makes people feel more bullish.

See omnystudio.com/listener for privacy information.

Surveillance: Not Much Inflation In The Fed Data, Kantor Says Jan 31, 2019

Show notes

Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed data due to the impact of technology and globalization. Mary Lovely, Peterson Institute Senior Fellow, emphasizes that there is a will to get something done between the U.S. and China. Rich Greenfield, BTIG Technology, Media & Telecom Analyst, believes that Instagram will be a bigger business than Facebook in totality long-term. Chuck Leavell, Musician and Mother Nature Network Co-Founder, shares his experience working with music legends.

See omnystudio.com/listener for privacy information.

Surveillance: Fed Will Emphasize Patience, Kroszner Says Jan 30, 2019

Show notes

Anna Edwards, Bloomberg News Anchor, gives us an update on Brexit negotiations. Stephen Stanley, Amherst Pierpont Chief Economist, says markets are still talking about recession. Randy Kroszner, University of Chicago Professor & Former Fed Governor, discusses whether the tight labor market could lead to inflation. Deborah Lehr, Paulson Institute Vice Chairman, expects some kind of framework trade deal between the U.S. and China. Al Broaddus, Former Federal Reserve Bank of Richmond President, says Former Fed officials Ben Bernanke and Janet Yellen did a great job handling the 2008 financial crisis.

See omnystudio.com/listener for privacy information.

Surveillance: Brexit Is Bad News For NATO, Stavridis Says Jan 29, 2019

Show notes

Troy Gayeski, SkyBridge Capital Partner, says the U.S. economy is the most isolated from other markets. Jeff Currie, Goldman Sachs Head of Commodities Research, favors oil out of the cyclical commodities. Will Power, Baird Senior Research Analyst, says Apple can capitalize on the 1.4 billion active devices they have globally. Julia Coronado, President & Founder of Macropolicy Perspectives, says she will focus on balance sheet comments in tomorrow's Fed meeting. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, says Brexit is bad news for NATO.

See omnystudio.com/listener for privacy information.

Surveillance: Markets Aren't Telling Anything, Dwyer Says Jan 28, 2019

Show notes

Tony Dwyer, Canaccord Genuity Chief Market Strategist, is more focused on the Fed than on trade tensions. Stewart Patrick, Council on Foreign Relations Senior Fellow, doesn't see a new global hegemon on the horizon. Diane Swonk, Grant Thornton Chief Economist, expects data to confirm that in the fourth quarter, we were in solid footing. Dean Curnutt, Macro Risk Advisors CEO, says current volatility comes from a mix of both micro and macro trends.

See omnystudio.com/listener for privacy information.

Surveillance: Oil Not A Story Anymore For Russia, Oreshkin Says Jan 25, 2019

Show notes

Marty Schenker, Bloomberg Chief Content Officer, says the indictment of Roger Stone is not related to the crime but the cover-up. Maxim Oreshkin, Russia's Economy Minister, says oil is not a story for Russia anymore. Ricardo Hausmann, Harvard's Kennedy School of Government Professor, says Venezuela's Juan Guaido has massive support. Shannon O'Neil, Council on Foreign Relations Senior Fellow for Latin America Studies, says we should be watching what happens with the protests in Venezuela.

See omnystudio.com/listener for privacy information.

Surveillance: VW CEO Diess Still Optimistic About Trade Jan 24, 2019

Show notes

Herbert Diess, Volkswagen CEO, is optimistic about trade. Jason Bordoff, Columbia University Professor and Former Special Assistant to President Obama, says we need to move much faster to a clean energy transition. Nadia Calviño Santamaría, Spanish Economy Minister, says the Spanish economy will grow above the EU average in 2019. Mark Rutte, Netherlands Prime Minister, says the economy has to deliver to the people. Jens Stoltenberg, NATO Secretary General, warns that Russia is not complying with the INF Treaty.

See omnystudio.com/listener for privacy information.

Surveillance: Global Growth At Center Stage In Davos Day Two Jan 23, 2019

Show notes

Christine Lagarde, IMF Managing Director, ranks trade tensions as the top risk for the global economy. Brian Moynihan, Bank of America CEO, says economic data in December were strong enough for a rate rise. Stephen Pagliuca, Bain Capital Co-Chairman, thinks the key in this private equity environment is to be selective. Scott Minerd, Guggenheim CIO, explains the impact of ETFs becoming a bigger player in markets.

See omnystudio.com/listener for privacy information.

Surveillance: Europe Better Off Without the Euro, Bootle Says Jan 23, 2019

Show notes

John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to the EU, discuss their expectations for the World Economic Forum starting Monday in Davos. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects favorable news regarding an easing of sanctions to Chinese imports. Pippa Malmgren, H Robotics Co-Founder & Former U.S. Presidential Advisor to President George W. Bush, shares her optimist outlook for the world economy. Roger Bootle, Capital Economics Founder & Chairman, says Europe would be better off without the euro.

See omnystudio.com/listener for privacy information.